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WFG Advisors’s AutoZone AZO Stock Holding History

WFG Advisors’s Portfolio AZO Stock Details AZO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$308K Buy
540
+171
+46% +$111K 0.07% 281
2017
Q1 		$267K Buy
+369
New +$273K 0.07% 275
2015
Q1 		– Sell
-205
Closed -$127K – 1771
2014
Q4 		$127K Hold
205
– – 0.03% 567
2014
Q3 		$104K Hold
205
– – 0.02% 650
2014
Q2 		$110K Hold
205
– – 0.02% 628
2014
Q1 		$110K Hold
205
– – 0.02% 604
2013
Q4 		$98K Hold
205
– – 0.01% 745
2013
Q3 		$87K Hold
205
– – 0.01% 742
2013
Q2 		$87K Buy
+205
New +$83.6K 0.01% 706

Other funds holding AZO

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

WFG Advisors's AZO Position: Q2 2017 in Review

WFG Advisors increased its AutoZone (AZO) stake by 46% in Q2 2017, buying an estimated $111K and bringing the position to 540 shares worth $308K. The position accounts for 0.07% of the portfolio, ranked #281.

WFG Advisors first reported a position in AZO in Q2 2013 and has held it in 9 quarters since. 538 funds tracked by Wall St. Rank hold AZO as of Q2 2017.

  • WFG Advisors held 540 shares of AutoZone worth $308K as of Q2 2017.
  • WFG Advisors bought 171 AutoZone shares in Q2 2017, an estimated $111K.
  • AutoZone made up 0.07% of WFG Advisors's portfolio in Q2 2017, its #281 holding.
  • WFG Advisors first reported a position in AutoZone in Q2 2013 and has held it in 9 quarters since.
  • 538 funds tracked by Wall St. Rank held AutoZone as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.